Revolutionary Family Office Software
Achieve Unmatched Flexibility, Transparency, and Aggregation in Wealth Management
Aggregation | Reconciliation | Accounting | Consolidated Reporting | Portfolio Management
Speed. Scalability. Accuracy. Trust.
Our award-winning family office software provides elite wealth management solutions tailored for complex, multi-asset portfolios. Our platform enables family offices to achieve unparalleled financial transparency, accuracy, and operational efficiency. Built to support the unique demands of family offices globally, our platform empowers you with:
- Aggregation Across All Asset Classes
- Unparalleled Data Accuracy
- Portfolio Management
- Performance Reporting
- Portfolio Accounting
- Customizable Investor Portal
- Customizable Reporting Packages
- Industry-Leading Data Security
- Rigorous Information Privacy
We're the Back Office to the the World's Leading Family Offices
You deserve a partner who not only grasps the intricacies of managing significant wealth but also takes the operational burden off your shoulders. We’re dedicated to being the backbone of top family offices worldwide, managing everything from daily reconciliations to detailed research and swift issue resolution. With over 20 years of experience partnering with premier family offices, we’ve perfected a model that scales seamlessly without the need for large teams, delivering unparalleled support and innovation that others can’t match. Focus on your growth—we’ll handle the rest.
- We manage comprehensive data aggregation
- We perform daily reconciliation on your behalf
- Our system detects bank feed issues for proactive resolution
- Our team reviews and resolves any issues before they reach your reports
- Our advanced data model enables our experienced, compact team to deliver results typically requiring larger, more costly support teams
Get a closer look at our award winning platform, delivering unparalleled accuracy.
Create the Streamlined and Customized User Experience You Desire.
"It has everything from a reporting standpoint that you would ever need. We can perform analytics, review and change allocations and asset classes. Their platform delivers growth potential with minimal investment."
- Family Office Executive
Aggregate from All Sources. Period.
Build a Consolidated Picture of Wealth Across All Asset Classes & Ownership Structures
"It saves time through direct feeds from banks/funds. It allows us to monitor and comply with industry rules and regulations. All of our data is in one place, with easy access; it’s much more efficient."
- Family Office Executive
Tailored to Meet the Distinct Needs of Complex Family Offices
A 100% Total View of Wealth
We offer a comprehensive view of your entire wealth landscape, encompassing public and private investments, personal assets, and bank loans, empowering you to make fully informed decisions.
Unparalleled Data Accuracy
In direct comparisons with other systems, we showcase our unmatched data accuracy, driven by proprietary auditing algorithms and direct data feeds, providing you with complete confidence in your analysis.
Global Operating Scale
Our platform handles everything from processing corporate actions and calculating accruals to correcting bank errors, supporting over 8.3 times the transaction volume per person compared to competing systems—offering the lowest total cost in the industry.
Secure & Private
As a trusted partner to some of the largest private banks and accounting firms, we are committed to upholding the highest standards of cybersecurity and operational security.
Powerful Yet Easy to Use
This client testimonial reflects our dedication to setting industry standards for exceptional client experiences, enabling users of all experience levels to confidently navigate and manage financial complexity.
Unlimited Flexibility
Each user can effortlessly categorize, organize, and structure their data according to their preferences, enabling them to view and analyze their wealth on their terms—making personalized, relevant decisions whenever they need, no matter their role.
